Research Advisory®

Investment support tailored to your firm's needs

Extend your investment expertise with our experienced team and independent research.

In today’s environment, investors are demanding more from their adviser – and the regulatory and compliance bar is being continuously raised. To best help advice licensees and practices with external investment support, Morningstar offers Research Advisory.

Research Advisory brings together our people, software, and data to support advisers and their clients. Bundle a customised solution from the following bespoke services:

Morningstar Research Advisory - Portfolio Construction

Portfolio Construction

Morningstar Research Advisory - Approved Product List Management

Approved Product List Management

Morningstar Research Advisory - Investment Committee Participation

Investment Committee Participation

Morningstar Research Advisory - Custom Reporting

Custom Reporting

Morningstar Research Advisory - Sustainable Investing

Sustainable Investing

How We Support Your Work

Research Advisory - Portfolio Construction

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Portfolio Construction

Whether you are implementing managed accounts or using technology to support model portfolio implementation in your advice firm, our team supports the entire portfolio value chain. From investment philosophy, governance framework, strategic asset allocation and manager selection, to ongoing reporting and monitoring. Morningstar has 10 years of experience in portfolio construction with our Best Ideas Portfolios built by the Manager Research Team.


Approved Product List Management

Consolidating, monitoring, and maintaining an APL can be a challenging exercise—we can assist with removing manual work in the investment management and due diligence process. We’ll work closely with you to deliver a list of managed products that can evolve over time. Our large Australasian Manager Research Team has an average of 15 years’ experience and has been producing qualitative manager research and ratings since 1999.

Morningstar Research Advisory - Approved Product List

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Morningstar Research Advisory - Investment Committe Meetings

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Investment Committee Participation

Lead analysts from our Manager Research Team are available to participate in Investment Committee meetings, with the frequency determined by you. Leverage the global research analyst team and sector specialists that cover thousands of funds and have deep knowledge of managers and strategies. Analysts will provide sector overviews, economic updates, and highlight funds with rating changes. This complements our Portfolio and APL Management services.


Custom Reporting

Model reporting is crucial for client engagement and transparency. Our team will develop tailored branded reports that can be used with clients. In an age where information needs to be accessible at our fingertips, clients expect the same when it comes to their investments. If done right, reporting solutions offer the opportunity for advisers and licensees to improve client trust and raise client relationships to the next level.

Morningstar Research Advisory - Custom reporting

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Morningstar Research Advisory - Sustainable Investing

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Sustainable Investing

As the advice industry continues to transition to a goal-based and client centric model, sustainable investing will be core to the adviser offering and the value of advice. Work with our team to build a custom list of suitable funds and ETFs well positioned to cause positive change in environmental, social or governance issues and meet the sustainable investing expectations of end investors.

How We’re Different?
Morningstar Research Advisory - Portfolio Construction

We’re driven to improve investor outcomes in everything we do. Our independence sets us apart.

Morningstar Research Advisory - Approved Product List Management

Our institutional-grade asset allocation and manager research helps increase investors’ confidence in reaching their goals.

Morningstar Research Advisory - Investment Committee Participation

Our globally-renowned data and software drives our reporting solutions so you can engage more effectively with clients.

Ready to see for yourself?

See how Morningstar’s Research Advisory can help you.

Meet the Team

Our experienced Sydney-based advisory team has an average of 20 years industry experience.

Morningstar - Tim Murphy

Tim Murphy

CFA, CAIA – Director of Manager Research, APAC

Tim Murphy is director of Asia-Pacific manager research for Morningstar Australasia Pty Ltd, a wholly owned subsidiary of Morningstar, Inc. He is responsible for leading qualitative research on managed funds, exchange-traded funds, and listed investment companies, as well as managing Morningstar’s model portfolios and relationships with consulting and adviser clients in the APAC region, including Australia, New Zealand, Korea and India.

Before joining Morningstar in 2005, Murphy worked in equity derivatives trading with Optiver Australia, and prior to that, in mortgage securitisation with Macquarie Bank, as well as in corporate credit analysis roles with HSBC and Commonwealth Bank. He worked on secondment to Morningstar’s London office in 2007. He comments regularly about investing issues in the media.

Murphy holds bachelor’s and master’s degrees in applied finance and a postgraduate diploma in accounting, all from Macquarie University. He also holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. He has completed the Investment Management Workshop at Harvard Business School, is a Fellow of Finsia, and has been a master’s level guest lecturer on asset management at both Macquarie University and Western Sydney University.

Morningstar - Aman Ramrakha

Aman Ramrakha

Director of Manager Selection Services

Aman Ramrakha is director of manager research ratings – Australia with Morningstar, a leading global provider of independent investment research. He is responsible for leading qualitative research on Asia-Pacific fund managers (excluding China, Hong Kong and Singapore) and their funds.

Before joining Morningstar in 2018, Ramrakha worked at the Commonwealth Bank of Australia as executive manager, research, where he led the research function for the wealth management and advice business. He has held technical, consulting and advisory roles at BT Financial Group, Colonial First State, KPMG and the Commonwealth Private Bank.

Ramrakha has a Bachelor of Commerce, Graduate Diploma of Applied Finance and Investments, Diploma of Financial Planning and is a Certified Investment Management Analyst®

Morningstar - Matthew Wilkinson

Matthew Wilkinson

Senior Analyst, Manager Research

Matthew Wilkinson is a senior manager research analyst for Morningstar Australasia Pty Ltd, a wholly owned subsidiary of Morningstar, Inc. He is responsible for conducting qualitative research on Australian and New Zealand fund managers and their funds.

Before Joining Morningstar in 2015, Wilkinson worked for Propex Derivatives in the fixed-interest and equity futures market as a trader analysing and managing exposures. Prior to that, he had a career in engineering, working on local and overseas projects, most recently in commercial management roles.

Wilkinson holds a master’s degree in applied finance from Macquarie University and a bachelor’s degree in civil engineering from the University of Sydney.

Morningstar - Peter Gee

Peter Gee

Analyst, Manager Research

Peter Gee is an analyst with Morningstar Australasia’s manager research team. He is responsible for Morningstar’s client performance reporting function and the production of a number of Morningstar’s external publications.

Before joining Morningstar in 2009, Gee worked for Intech and was the Manager of the Research Products area, looking after a suite of products and databases including Intech’s proprietary analytical software package.

Gee holds a Bachelor of Banking and Finance.

Latest Insights

Access our latest insights to portfolio construction, reporting, and more.

Morningstar - Portfolio construction
Portfolio Construction
Morningstar - Portfolio reporting
Portfolio Reporting
Morningstar - APL Management
APL Management
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Disclaimer

© 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ) by following the links below. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.